Dashboard 04 - Township Dashboard - Creating Matrix - Part 01 24

In this step, we will create a matrix in the 4th and final dashboard.



Step 1 - Create House Matrix


If selected, de-select a visualization by clicking an empty area of the report page.

In Power BI Desktop, click on the page, Township



Visualizations

Click the Matrix icon


Fields

Select the following:

Under Visualizations, drag & drop it in the Rows section:
Type_and_Use ->  Type_Use_Description
Property ->  Physical_Zip_Code
Property ->  Real_Estate_ID

Under Visualizations, drag & drop it in the Values section:
A_KeyMeasures ->  .AVG_ResidentialPrice_PerSqFt
A_KeyMeasures ->  .YOY_Diff_AVG_ResidentialPrice_PerSqFt%
A_KeyMeasures ->  .AVG_Size_Residential
Property ->  Total_Sale_Price
Property ->  Total_Sale_Date




Visualizations


Fields tab

Under Fields tab, click on the down arrow ->  Rename for this visual and rename the fields as follows:

Type_Use_Description = Type Use
Physical_Zip_Code = Zip Code
Real_Estate_ID = Real Estate ID


.AVG_ResidentialPrice_PerSqFt = AVG Hse Price / Sq. Ft.
.YOY_Diff_AVG_ResidentialPrice_PerSqFt% = YOY AVG Hse Price / Sq. Ft.
.AVG_Size_Residential = AVG House Size
Total_Sale_Price = Sale Price
Total_Sale_Date = Sale Date





Format tab

To format the visual, beneath the Visualizations pane, select the Format pane.



Under Format ->  General: X Position = 273 , Y Position = 173 , Width = 614 , Height = 429

Under Format -> Default

Under Format -> Grid ->  Vertical Grid = ON , Vertical Grid Color = #945231 , Outline Weight =  1 , Outline Color = #945231 , Text Size = 12 pt , Image Height = 75

Under Format -> Column Headers ->  Font Color = #1D0C4A , Background Color = #CCCCCC , Outline = Bottom Only , Auto-size column width = ON , Font Family = 12 pt , Alignment = Center , Title Alignment = Center

Under Format -> Row Headers ->  Font Color = #1D0C4A , Background Color = #CCCCCC , Stepped Layout = ON , Stepped Layout Indentation = 10 ,  Font Family = Segoe UI, Text Size = 11 pt , Alignment = Auto , Icon Size = 11 pt

Under Format -> Values ->  Font Color = #252423 , Background Color = #FFFFFF , Alternate Font Color = #252423 , Alternate Background Color = #EEEDED , Banded Row Style = ON , Show on Rows = OFF , Font Family = Segoe UI , Text Size = 12

Under Format ->  Row Subtotals = OFF ->  Font Color = #252423 , Font Family = Segoe UI , Background Color = FFFFFF , Text Size = 12 pt

Under Format -> Grand Total ->  Font Color = #252423 , Font Family = Segoe UI , Background Color = FFFFFF , Apply to labels = OFF , Text Size = 12 pt

Under Format ->  Field Formatting.  Make no changes.

Under Format ->  Conditional Formatting ->  Make no changes except for YOY AVG Hse Price / Sq. Ft.  Set as follows:  Background Color = OFF , Font Color = ON -> Advanced Controls ->  Format by = Color Scale , Based on field = .YOY_AVG_ResidentialPrice_PerSqFt% , Minimum = Custom = 0.00001 & color = #FF0000 , Maximum = Custom =  0 & color = #5B8F22


Under Format ->  Title = OFF

Under Format ->  Background ->  Set it to ON , Color = #FFFFFF

Under Format ->  Border ->  Set it to ON , Color = 666666 , Radius 5 px






Filters

None




When finished, save project.



How to Create matrix visualizations in Power BI